Services
15 Service Solutions That Make Your Life Less Taxing and More Profitable
Over the past several years, we’ve streamlined our services based on the critical areas that will help make your life less taxing and more profitable. We offer a different service portfolio than other accounting firms, because of our dynamic experience and, frankly, our fearless approach to helping you solve complex problems.
Our individual taxpayer services will help you:
- Protect your assets and your future.
Our business services will empower you to:
- Build a plan for growth and to protect yourself from failure.
- Achieve the highest net profits possible.
- Resolve issues with the IRS and other tax agencies.
Please see a complete list of our services below. Contact us today to schedule an appointment or ask us about our services.
Accounting Software Selection & Implementation
There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.
Bookkeeping/Write-Up
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
Business Consulting
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Buying or Selling a Business
Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can help ensure that your heirs are not faced with undue anxiety and frustration that often come with estate and trust taxes. We can also work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.
Financial Analysis
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.
Locating and Leveraging Capital
You need to establish a clear mission, prepare tax documents, compile projections and other statements, and be able to articulate how you’ll use the money. We can make this easier for you.
Management Advisory Services
Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We can provide support in business planning, mergers, acquisitions, and other advisory support.
As a QuickBooks ProAdvisor, we can help you increase profits by turning complex data into actionable insight. You need to know how to identify your risk indicators and be able to analyze your cash, receivables, assets and current liabilities. We provide you with resources that will allow you to quickly create and analyze financial reports on your own.
Contact our office to learn about the full range of services we provide.
Notary Public
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.
Payroll Services
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.
Retirement Planning
Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Tax Preparation & Planning
We can help you decrease your liability: We apply uncommon knowledge to tax preparation to ensure you are taking full advantage of all legal tax breaks available to you.
Also, we can provide you with tools to proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
Finally, our internal audit services allow you to be prepared if the taxman cometh.
Tax Problem Resolution & IRS Representation
Working with the IRS is not always a pleasant experience. Our experience and expertise can help guide you through to achieve the best results.
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Just as intimidating can be an unpayable balance due to the IRS. Many clients find our ability to negotiate balances for less than the amount due in full satisfaction of any and all IRS debt.